When transferring short positions between accounts, how do I correct the cost basis?

The Move transactions option moved all long positions perfectly, but I had to manually use 'add' from the old account and 'remove' from the new account to enter the positions. Cost basis is not entered in the 'removed' positions. How do I fix this?

Best Answer


  • DaveFry
    DaveFry Member ✭✭
    That helped a lot. Thanks.